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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$5K
FHA
327
First Horizon Advisors
Tennessee
$5K
IP
328
Intellectus Partners
California
$5K
PFGIA
329
Patriot Financial Group Insurance Agency
Massachusetts
$5K
CB
330
Community Bank
New York
$5K +$5.67K +200 New
AssetMark Inc
331
AssetMark Inc
California
$5K +$5.78K +204 New
IWM
332
IHT Wealth Management
Illinois
$4K -$5.98K -211 -59%
CFG
333
Citizens Financial Group
Rhode Island
$4K
GAM
334
Gemmer Asset Management
California
$4K
HFP
335
Holistic Financial Partners
Indiana
$4K +$4.56K +161 New
HR
336
Howe & Rusling
New York
$3K
NCM
337
New Capital Management
Texas
$3K
PMFA
338
Plante Moran Financial Advisors
Michigan
$3K
TWA
339
TCI Wealth Advisors
Arizona
$3K
WTB
340
Washington Trust Bank
Washington
$3K
ST
341
Smithfield Trust
Pennsylvania
$3K +$2.97K +105 New
ADL
342
Asset Dedication LLC
California
$3K +$3.26K +115 New
BBHC
343
Brown Brothers Harriman & Co
New York
$3K +$3.4K +120 New
ME
344
McIlrath & Eck
Washington
$3K +$3.43K +121 New
CMBA
345
C.M. Bidwell & Associates
Hawaii
$2K
PA
346
Parallel Advisors
California
$2K
TFO
347
Tarbox Family Office
California
$2K
FANJ
348
Financial Architects (New Jersey)
New Jersey
$2K +$2.12K +75 New
MOS
349
MGO One Seven
Ohio
$2K +$2.38K +84 New
PO
350
Private Ocean
California
$2K +$2.38K +84 New